From the Desk of Anthony Pompliano

All we hear about is how bad the economy is. How expensive everything is. That's the wide-held narrative right now. But the data is telling us the opposite. Data is saying the economy is re-heating, price are slowly, but surely, coming down, and tariffs are working. On today's show, I go over the latest data pointing toward an economy that's heating back up. 0:00 Intro0:38 Narrative violation: tariffs are working 7:23 Elon Musk's SpaceX and xAI are merging10:54 SBA goes too far with new loan policy for citizens and legal residentsListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Donald Trump announced Kevin Warsh as the next Fed chair once Jerome Powell's term is over. Metals and Bitcoin sold off on the news, which got a lot of people online thinking Warsh's policies are "hawkish." Are they though? That's what we get into today's show — a look at Warsh's views and early predictions for how he'll fare in the role. 0:00 Intro0:36 Kevin Warsh will replace Jerome Powell as Fed chair5:51 The three-headed deflationary monster is rearing its head12:31 AI can make awesome movie trailers nowListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Peter Schiff, economist and long-time gold advocate who runs Euro Pacific Capital, explains why gold, silver and miners are on a generational run. He discusses central banks buying gold and de-dollarization. They debate tariffs, inflation measurement, AI’s deflationary claims, and contrast metals’ rally with Bitcoin’s underperformance.

It's Fed Day! Jerome Powell decided to hold interest rates instead of cutting. We explain why this was a terrible decision.  Also on the show, the government is weakening the dollar on purpose to match the administrations economic goals, and why consumer sentiment data may be faulty.0:00 Intro0:38 Jerome Powell and the Fed are asleep at the wheel3:46 The US government is weakening the dollar ON PURPOSE7:03 Why the US economy needs AI to succeed10:03 It's time to stop paying attention to consumer sentiment reportsListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

The current monetary system is a ticking time bomb — that's how Ray Dalio sees it. If you watch this show, you know we continuously talk about central banks devaluing their currency. In America. In Europe. In Japan. In China. Everywhere, all because countries need to service their growing debts. But Dalio thinks we're finally reaching a breaking point. We discuss it all on today's show!0:00 Intro0:41 Ray Dalio warns about the end of the current monetary system2:37 The political order is breaking down too4:46 Prices going up all the time is NOT the norm6:08 Gold is sniffing out these changes 7:29 The next Fed chair could cut rates aggressively10:19 More evidence that capitalism worksListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

“Don’t fight the Fed” is advice investors have been drilled with for decades. But we’re seeing the framework break down in real time — and many still haven’t caught on. This one’s an important episode that I think will serve you well in this new financial environment. 0:00 Intro0:38 "Don't fight the Fed"4:06 The market is forcing the Fed's hand5:20 Metals keep ripping to new all-time highs9:57 CZ speaks at WEF in Davos12:17 CZ's advice to get richListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Buying a home didn’t become impossible overnight — it broke slowly, through layers of friction, opacity, and a system that never evolved. Opendoor CEO Kaz Nejatian joins us on the show today to get real about what's wrong with housing in America (it's not just rates!) and how Opendoor is trying to modernize housing so transactions work more like today’s economy instead of one stuck decades in the past.0:00 Intro1:32 Welcome Kaz3:39 Challenges in the Housing Market8:19 Opendoor's Business Model19:32 Building Trust and Accountability26:59 A Heated Meeting at Facebook28:13 Career vs. Job: Finding Fulfillment28:36 Joining Opendoor: Betting on Myself34:05 Kaz's Wife's Journey: From Journalist to Entrepreneur35:54 Trump Administration Approach On Housing43:35 AI and Reshoring Jobs49:35 Lessons from the Military51:23 Message to Retail ShareholdersListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Elites at the World Economic Forum are sounding alarms about the fracturing of globalization and the decline of public trust in institutions. Discussions highlight how AI might create a labor shortage, raising concerns for entry-level workers amid automation. Stablecoins are gaining traction, with significant volume growth due to their convenience. The podcast also debates whether Bitcoin has become too institutionalized and explores contrasting views on the future of monetary systems, highlighting diverging opinions from prominent figures.

Scott Bessent predicts almost double-digit GDP growth, outlining an aggressive economic plan. The discussion includes why owning stocks, private tech, Bitcoin, gold, and commodities is crucial in a booming economy. The intriguing debate around the US acquisition of Greenland highlights its strategic importance. Lastly, the NYSE's launch of a 24/7 tokenized-assets platform signals a significant shift in market dynamics, blending traditional finance with the burgeoning world of digital assets.

Friend of the show, Ryan Detrick, is back to tell us how he's seeing financial markets in 2026. His big outlook: the market has more room to run. Ryan lays out why he's bullish on the global markets right now!Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews